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20 sats \ 3 replies \ @Wumbo 15 Sep 2023 \ parent \ on: Portfolio allocation for BTC (100%? 75%?) bitcoin
I found this recently (#254992)
This had some interesting data on miners (2 months old ) but give you something to think on.
To be clear Holding BTC Directly is best.
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0 sats \ 1 reply \ @tgd OP 15 Sep 2023
I also see holding BTC being better than miners/MSTR.
I would consider 50% BTC, and 25% MSTR, 25% miners as being 100% BTC even though MSTR has a business outside of BTC.
There is some downside risk with miners as some can fail even with cheapest energy and best ASICs.
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0 sats \ 0 replies \ @GhostofTruth 15 Sep 2023
You're right. But I like the MSTR story - gigantic btc treasury and a tech business that's generating cash flow to grow the treasury. But 99% in cold storage so far. This I won't touch
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0 sats \ 0 replies \ @GhostofTruth 15 Sep 2023
Thanks. I will watch it.
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